Ares Commercial Real Estate (ACRE) Stock Forecast, Price Target & Predictions
ACRE Stock Forecast
Ares Commercial Real Estate stock forecast is as follows: an average price target of $11.50 (represents a 61.29% upside from ACRE’s last price of $7.13) and a rating consensus of 'Hold', based on 3 wall street analysts offering a 1-year stock forecast.
ACRE Price Target
The average price target for Ares Commercial Real Estate (ACRE) is $11.50 based on 1-year price targets from 3 Wall Street analysts in the past 3 months, with a price target range of $16.00 to $7.00. This represents a potential 61.29% upside from ACRE's last price of $7.13.
ACRE Analyst Ratings
According to 3 Wall Street analysts, Ares Commercial Real Estate's rating consensus is 'Hold'. The analyst rating breakdown for ACRE stock is 0 'Strong Buy' (0.00%), 0 'Buy' (0.00%), 2 'Hold' (66.67%), 1 'Sell' (33.33%), and 0 'Strong Sell' (0.00%).
Ares Commercial Real Estate Price Target by Analyst
| Date | Analyst | Company | Price Target | Price when Published | Price Target/Price when Published | Price Target/Last Closing Price |
|---|---|---|---|---|---|---|
| Sep 20, 2024 | Donald Fandetti | Wells Fargo | $7.00 | $7.81 | -10.37% | -1.82% |
| Apr 25, 2022 | - | J.P. Morgan | $16.00 | $15.58 | 2.71% | 124.40% |
The latest Ares Commercial Real Estate stock forecast, released on Sep 20, 2024 by Donald Fandetti from Wells Fargo, set a price target of $7.00, which represents a -10.37% decrease from the stock price at the time of the forecast ($7.81), and a -1.82% decrease from ACRE last price ($7.13).
Ares Commercial Real Estate Price Target by Period
| 1M | 3M | 12M | |
|---|---|---|---|
| # Anlaysts | - | 1 | 1 |
| Avg Price Target | - | $7.00 | $7.00 |
| Last Closing Price | $7.13 | $7.13 | $7.13 |
| Upside/Downside | -100.00% | -1.82% | -1.82% |
In the current month, the average price target of Ares Commercial Real Estate stock is -, according to 0 Wall Street analyst offering twelve months forecast. The average price target represents a -100.00% decrease as opposed to Ares Commercial Real Estate's last price of $7.13. This month's average price target is down -100.00% compared to last quarter, and down -100.00% compared to last year.
Analyst Ratings Upgrades/Downgrades
| Date | Company | Previous Rating | New Rating | Rating Change |
|---|---|---|---|---|
| Sep 20, 2024 | Wells Fargo | - | Underweight | Downgrade |
| May 10, 2024 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Hold |
| Apr 26, 2022 | Zacks Investment Research | - | Hold | Upgrade |
| Apr 26, 2022 | Zacks Investment Research | - | Buy | Upgrade |
Ares Commercial Real Estate's last stock rating was published by Wells Fargo on Sep 20, 2024. The company Downgrade its ACRE rating from "null" to "Underweight".
Ares Commercial Real Estate Financial Forecast
Ares Commercial Real Estate Revenue Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | $23.88M | - | $20.89M | $30.41M | $27.27M | $25.15M | $26.22M | $30.11M | $27.20M | $23.53M | $21.22M | $21.21M | $22.36M | $13.98M | $21.13M | $21.58M | $19.85M |
| Avg Forecast | $20.51M | $19.61M | $19.24M | $19.17M | $19.83M | $19.24M | $18.69M | $18.49M | $16.36M | $17.39M | $20.62M | $19.27M | $24.63M | $25.88M | $26.85M | $28.51M | $27.83M | $25.20M | $22.03M | $24.78M | $26.95M | $24.94M | $22.67M | $21.07M | $20.03M | $17.35M | $19.22M | $12.58M | $21.10M | $19.89M |
| High Forecast | $21.60M | $20.66M | $20.27M | $20.19M | $20.88M | $20.27M | $19.69M | $19.19M | $17.07M | $18.24M | $20.62M | $19.27M | $24.78M | $29.85M | $28.29M | $30.03M | $29.31M | $25.20M | $22.03M | $24.78M | $26.95M | $24.94M | $22.67M | $21.07M | $20.03M | $17.35M | $19.22M | $12.58M | $21.10M | $19.89M |
| Low Forecast | $19.29M | $18.44M | $18.10M | $18.03M | $18.65M | $18.10M | $17.58M | $17.79M | $15.66M | $16.55M | $20.62M | $19.27M | $24.47M | $21.47M | $25.26M | $26.81M | $26.17M | $25.20M | $22.03M | $24.78M | $26.95M | $24.94M | $22.67M | $21.07M | $20.03M | $17.35M | $19.22M | $12.58M | $21.10M | $19.89M |
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 1 | 1 | 1 | 2 | 6 | 3 | 3 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | 9 | 9 | 9 | 13 | 13 |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.92% | - | 0.73% | 1.09% | 1.08% | 1.14% | 1.06% | 1.12% | 1.09% | 1.04% | 1.01% | 1.06% | 1.29% | 0.73% | 1.68% | 1.02% | 1.00% |
Ares Commercial Real Estate's average Quarter revenue forecast for Dec 23 based on 2 analysts is $24.63M, with a low forecast of $24.47M, and a high forecast of $24.78M. ACRE's average Quarter revenue forecast represents a 3.12% increase compared to the company's last Quarter revenue of $23.88M (Sep 23).
Ares Commercial Real Estate EBITDA Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 1 | 1 | 1 | 2 | 6 | 3 | 3 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | 9 | 9 | 9 | 13 | 13 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | $17.80M | - | $3.03M | $24.54M | $19.01M | $23.60M | $28.32M | $31.46M | $22.62M | $29.11M | $28.06M | $26.13M | $27.21M | $23.19M | $-1.50M | $25.11M | $24.38M |
| Avg Forecast | $3.96M | $3.79M | $3.72M | $3.71M | $3.83M | $3.72M | $3.61M | $3.57M | $3.16M | $3.36M | $3.99M | $3.73M | $4.76M | $5.00M | $5.19M | $5.51M | $-59.44M | $15.69M | $13.72M | $15.43M | $16.78M | $15.53M | $14.12M | $13.12M | $12.47M | $10.80M | $11.97M | $-1.59M | $13.14M | $12.39M |
| High Forecast | $4.18M | $3.99M | $3.92M | $3.90M | $4.04M | $3.92M | $3.81M | $3.71M | $3.30M | $3.53M | $3.99M | $3.73M | $4.79M | $5.77M | $5.47M | $5.81M | $-47.55M | $15.69M | $13.72M | $15.43M | $16.78M | $15.53M | $14.12M | $13.12M | $12.47M | $10.80M | $11.97M | $-1.27M | $13.14M | $12.39M |
| Low Forecast | $3.73M | $3.57M | $3.50M | $3.49M | $3.61M | $3.50M | $3.40M | $3.44M | $3.03M | $3.20M | $3.99M | $3.73M | $4.73M | $4.15M | $4.88M | $5.18M | $-71.33M | $15.69M | $13.72M | $15.43M | $16.78M | $15.53M | $14.12M | $13.12M | $12.47M | $10.80M | $11.97M | $-1.90M | $13.14M | $12.39M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.56% | - | 0.55% | -0.41% | 1.21% | 1.72% | 1.84% | 1.87% | 1.46% | 2.06% | 2.14% | 2.09% | 2.52% | 1.94% | 0.94% | 1.91% | 1.97% |
2 analysts predict ACRE's average Quarter EBITDA for Dec 23 to be $4.76M, with a high of $4.79M and a low of $4.73M. This is -73.25% lower than Ares Commercial Real Estate's previous annual EBITDA (Sep 23) of $17.80M.
Ares Commercial Real Estate Net Income Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 1 | 1 | 1 | 2 | 6 | 3 | 3 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | 9 | 9 | 9 | 13 | 13 |
| Net Income | - | - | - | - | - | - | - | - | - | - | - | - | - | $9.18M | - | $-6.44M | $2.91M | $644.00K | $10.03M | $16.20M | $17.15M | $9.95M | $17.61M | $15.74M | $14.41M | $14.93M | $9.77M | $-17.26M | $9.66M | $9.03M |
| Avg Forecast | $7.55M | $7.39M | $6.29M | $5.96M | $6.05M | $6.19M | $-2.88M | $2.52M | $3.44M | $5.37M | $-5.13M | $20.69M | $-23.48M | $12.45M | $17.71M | $18.81M | $17.34M | $19.27M | $18.55M | $17.10M | $19.58M | $18.49M | $19.00M | $13.99M | $18.29M | $13.79M | $14.01M | $-18.28M | $18.45M | $17.69M |
| High Forecast | $8.07M | $7.90M | $6.72M | $6.38M | $6.47M | $6.62M | $-2.66M | $2.69M | $14.62M | $5.74M | $-4.74M | $24.83M | $-21.13M | $18.38M | $18.94M | $22.57M | $20.81M | $19.27M | $18.55M | $20.52M | $19.58M | $18.49M | $19.00M | $16.79M | $18.29M | $13.79M | $14.01M | $-14.62M | $18.45M | $17.69M |
| Low Forecast | $6.96M | $6.82M | $5.80M | $5.50M | $5.58M | $5.71M | $-3.08M | $2.32M | $-10.32M | $4.96M | $-5.49M | $16.55M | $-25.24M | $7.71M | $16.34M | $15.05M | $13.87M | $19.27M | $18.55M | $13.68M | $19.58M | $18.49M | $19.00M | $11.19M | $18.29M | $13.79M | $14.01M | $-21.93M | $18.45M | $17.69M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.74% | - | -0.34% | 0.17% | 0.03% | 0.54% | 0.95% | 0.88% | 0.54% | 0.93% | 1.13% | 0.79% | 1.08% | 0.70% | 0.94% | 0.52% | 0.51% |
Ares Commercial Real Estate's average Quarter net income forecast for Dec 23 is $-23.48M, with a range of $-25.24M to $-21.13M. ACRE's average Quarter net income forecast represents a -355.61% decrease compared to the company's last Quarter net income of $9.18M (Sep 23).
Ares Commercial Real Estate SG&A Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 1 | 1 | 1 | 2 | 6 | 3 | 3 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | 9 | 9 | 9 | 13 | 13 |
| SG&A | - | - | - | - | - | - | - | - | - | - | - | - | - | $2.37M | - | $2.42M | $2.91M | $2.43M | $2.38M | $2.45M | $1.97M | $1.89M | $1.98M | $1.91M | $1.70M | $1.77M | $2.00M | $1.92M | $1.80M | $1.84M |
| Avg Forecast | $41.24M | $39.43M | $38.69M | $38.55M | $39.87M | $38.69M | $37.58M | $37.18M | $32.91M | $34.98M | $41.47M | $6.92M | $49.53M | $52.05M | $54.00M | $6.29M | $-7.38M | $2.08M | $1.82M | $5.72M | $2.22M | $2.06M | $1.87M | $3.98M | $1.65M | $1.43M | $1.58M | $3.91M | $1.74M | $1.64M |
| High Forecast | $43.44M | $41.54M | $40.76M | $40.61M | $42.00M | $40.76M | $39.59M | $38.60M | $34.33M | $36.67M | $41.47M | $8.31M | $49.84M | $60.03M | $56.88M | $7.55M | $-5.90M | $2.08M | $1.82M | $6.87M | $2.22M | $2.06M | $1.87M | $4.77M | $1.65M | $1.43M | $1.58M | $4.69M | $1.74M | $1.64M |
| Low Forecast | $38.79M | $37.09M | $36.40M | $36.26M | $37.50M | $36.40M | $35.35M | $35.77M | $31.49M | $33.28M | $41.47M | $5.54M | $49.21M | $43.17M | $50.79M | $5.04M | $-8.85M | $2.08M | $1.82M | $4.58M | $2.22M | $2.06M | $1.87M | $3.18M | $1.65M | $1.43M | $1.58M | $3.13M | $1.74M | $1.64M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.05% | - | 0.38% | -0.39% | 1.17% | 1.31% | 0.43% | 0.89% | 0.92% | 1.06% | 0.48% | 1.03% | 1.24% | 1.26% | 0.49% | 1.03% | 1.12% |
Ares Commercial Real Estate's average Quarter SG&A projection for Dec 23 is $49.53M, based on 2 Wall Street analysts, with a range of $49.21M to $49.84M. The forecast indicates a 1987.18% rise compared to ACRE last annual SG&A of $2.37M (Sep 23).
Ares Commercial Real Estate EPS Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 1 | 1 | 1 | 2 | 6 | 3 | 3 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | 9 | 9 | 9 | 13 | 13 |
| EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | $0.17 | - | $-0.12 | $0.05 | $0.01 | $0.20 | $0.34 | $0.36 | $0.21 | $0.43 | $0.46 | $0.44 | $0.45 | $0.29 | $-0.54 | $0.34 | $0.32 |
| Avg Forecast | $0.14 | $0.14 | $0.12 | $0.11 | $0.11 | $0.11 | $-0.05 | $0.05 | $0.06 | $0.10 | $-0.09 | $0.22 | $-0.43 | $0.23 | $0.33 | $0.31 | $0.36 | $0.35 | $0.34 | $0.36 | $0.36 | $0.34 | $0.35 | $0.36 | $0.34 | $0.25 | $0.26 | $0.11 | $0.34 | $0.33 |
| High Forecast | $0.15 | $0.15 | $0.12 | $0.12 | $0.12 | $0.12 | $-0.05 | $0.05 | $0.27 | $0.11 | $-0.09 | $0.23 | $-0.39 | $0.34 | $0.35 | $0.33 | $0.38 | $0.35 | $0.34 | $0.36 | $0.36 | $0.34 | $0.35 | $0.36 | $0.34 | $0.25 | $0.26 | $0.11 | $0.34 | $0.33 |
| Low Forecast | $0.13 | $0.13 | $0.11 | $0.10 | $0.10 | $0.10 | $-0.06 | $0.04 | $-0.19 | $0.09 | $-0.10 | $0.20 | $-0.46 | $0.14 | $0.30 | $0.29 | $0.33 | $0.35 | $0.34 | $0.36 | $0.36 | $0.34 | $0.35 | $0.36 | $0.34 | $0.25 | $0.26 | $0.11 | $0.34 | $0.33 |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.74% | - | -0.39% | 0.14% | 0.03% | 0.59% | 0.94% | 1.00% | 0.62% | 1.23% | 1.29% | 1.31% | 1.78% | 1.13% | -4.80% | 1.00% | 0.98% |
According to 2 Wall Street analysts, Ares Commercial Real Estate's projected average Quarter EPS for Dec 23 is $-0.43, with a low estimate of $-0.46 and a high estimate of $-0.39. This represents a -353.55% decrease compared to ACRE previous annual EPS of $0.17 (Sep 23).
Ares Commercial Real Estate Peer Comparison by Price Target
| Ticker | Company | Last Closing Price | Avg Price Target | Upside/Downside | Avg Rating |
|---|---|---|---|---|---|
| ACRE | Ares Commercial Real Estate | $7.13 | $11.50 | 61.29% | Hold |
| ARI | Apollo Commercial Real Estate Finance | $9.16 | $13.50 | 47.38% | - |
| TWO | Two Harbors Investment | $11.64 | $15.50 | 33.16% | Buy |
| TRTX | TPG RE Finance Trust | $8.58 | $11.13 | 29.72% | Buy |
| EARN | Ellington Residential Mortgage REIT | $6.65 | $8.00 | 20.30% | Buy |
| EFC | Ellington Financial | $12.37 | $13.50 | 9.14% | Buy |
| NREF | NexPoint Real Estate Finance | $16.86 | $14.00 | -16.96% | Hold |
| ARR | ARMOUR Residential REIT | $18.81 | $11.50 | -38.86% | Hold |